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THE PERIODONTAL ASSOCIATES EMPLOYEES' PROFIT SHARING PLAN 401k Plan overview

Plan NameTHE PERIODONTAL ASSOCIATES EMPLOYEES' PROFIT SHARING PLAN
Plan identification number 001

THE PERIODONTAL ASSOCIATES EMPLOYEES' PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

STRAUSS PERIO LLC has sponsored the creation of one or more 401k plans.

Company Name:STRAUSS PERIO LLC
Employer identification number (EIN):870996931
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE PERIODONTAL ASSOCIATES EMPLOYEES' PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01

Financial Data on THE PERIODONTAL ASSOCIATES EMPLOYEES' PROFIT SHARING PLAN

Measure Date Value
2025 : THE PERIODONTAL ASSOCIATES EMPLOYEES' PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-05-158410
Net assets as of the end of the plan year2025-05-15977018
Total assets as of the beginning of the plan year2025-05-15813042
Value of plan covered by a fidelity bond2025-05-15500000
Participant contributions to plan in this plan year2025-05-1555382
Value of participant loans at end of plan year2025-05-1511539
Other expenses paid from plan in this plan year2025-05-150
Other income to plan in this plan year2025-05-15106013
Plan net income in this plan year2025-05-15163976
Net assets as of the end of the plan year2025-05-15977018
Net assets as of the beginning of the plan year2025-05-15813042
Employer contributions to plan in this plan year2025-05-1510991
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-155821
2024 : THE PERIODONTAL ASSOCIATES EMPLOYEES' PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-05-16130085
Net assets as of the end of the plan year2024-05-16813042
Total assets as of the beginning of the plan year2024-05-16787799
Value of plan covered by a fidelity bond2024-05-16500000
Participant contributions to plan in this plan year2024-05-1654931
Value of participant loans at end of plan year2024-05-1622
Other expenses paid from plan in this plan year2024-05-160
Other income to plan in this plan year2024-05-1689047
Plan net income in this plan year2024-05-1625243
Net assets as of the end of the plan year2024-05-16813042
Net assets as of the beginning of the plan year2024-05-16787799
Employer contributions to plan in this plan year2024-05-1611350
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-164991
2022 : THE PERIODONTAL ASSOCIATES EMPLOYEES' PROFIT SHARING PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-06-161565208
Net assets as of the end of the plan year2022-06-16801867
Total assets as of the beginning of the plan year2022-06-162177918
Value of plan covered by a fidelity bond2022-06-16500000
Participant contributions to plan in this plan year2022-06-1629949
Other expenses paid from plan in this plan year2022-06-1613176
Other income to plan in this plan year2022-06-16146012
Plan net income in this plan year2022-06-16-1376051
Net assets as of the end of the plan year2022-06-16801867
Net assets as of the beginning of the plan year2022-06-162177918
Employer contributions to plan in this plan year2022-06-1613196
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-160

Potentially related plans

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